215 results found
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Ability to track multiple payments on one contract.
Ability to track multiple payments on one contract.
3 votes -
Payment options aside from credit card in payment integrations
Ability to use other payment options aside from credit card when payors are trying to pay via the document. Payment options such as Debit, Credit, Bank, and Apple pay or other cardless options.
3 votes -
Option for Payment window to populate without having to 'Finish' document
Ability for signers to pay without having to finish document
3 votes -
Modify the sales receipt in Quickbooks
Once the payment is made, we create sales receipt and product in Quickbooks that corresponds to the document name. It would be better to modify the behavior and put a focus on the products in the pricing table:
1) Quickbooks looks for pricing table and products in it (by name);
2) If there is a match, product is put to Sales receipt;
3) If there's no match, new product is created and put to Sales receipt;
4) If no products are found, put eithe the document name or some default option (i.e. Payment made [Date of payment])3 votes -
Sender review payments before processing
The ability for the sender to review recipient payments before processing payment.
i.e authroize.net has this feature, but when enabled does not transfer to PandaDoc.
3 votes -
Freee trial in recurring payment option
Freee trial in recurring payment option
- Free trial option aside from Weekly, Monthly, and Annually in recurring payment
3 votes -
CRM Stripe PandaDoc End to End Integration / Transfer Quote IDs and Opportunity IDs from Salesforce to Stripe
Would like the Ability to pump some Quote ID's and Opportunity ID's from Salesforce for PD send to Stripe. The goal is to use Salesforce to send out a deposit request through PD and take payment using stripe, and at the same time ensure we are able to track the id’s so we can set up automations with the CRM.
3 votes -
Status between waiting for payment and Paid
Add additional status in between Waiting for payment and Paid such as Payment Submitted"
3 votes -
Payment required to view the document
Allow a feature to lock the document to a payment. This would require the client to submit a payment before being able to view document.
3 votes -
Specify different amount for different payment methods to be paid
IF users selects to pay via ACH - they should pay one amount
IF users selects to pay with credit card -another amount3 votes -
No need to assign a specific payer/payers on a document
Anyone with access to the document can pay an assigned amount
No need to specify the payer's email address3 votes -
Wave
can pandadoc to integrate with "Wave" an invoicing / payment platform
3 votes -
option for a recipient to sign a document first, then to make their payment when all recipients complete and sign the document.
option for a recipient to sign a document first, then to make their payment when all recipients complete and sign the document.
3 votes -
Limit credit card options
Limit credit card options that customer can select from when using CC to pay invoice
3 votes -
3 votes
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payment network option for authorize.net
Option to indicate payment network accepted by the sender such as Visa, MC, Amex, etc.
3 votes -
3 votes
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3 votes
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Delayed charge for an invoice
Collect a payment and have it charged like a week later?
3 votes -
Simplify the Stripe checkout process for in-person signing
All I'm asking is to simplify the checkout process for Stripe payment gateway. Although it's not a HUGE deal, when signing in-person and trying to capture a payment quickly, it makes things difficult and long. In my case, the payment wasn't working so I had to retype all the information 3 times which took a long time to do.
It would be great if you can either scan a card or use Square's reader inside the PandaDoc app.
3 votes
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